-62.0%
FISV vs ARES
-23.8%
-38.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.2% |
| 7D | -2.7% | -6.1% | +3.4% | -0.7% |
| 30D | 0.0% | -7.5% | +7.6% | +2.6% |
| 3M | -2.8% | +0.1% | -2.9% | -2.7% |
| 6M | -11.8% | +30.3% | -42.1% | -19.5% |
| YTD | -23.2% | -16.6% | -6.6% | -19.6% |
| 1Y | -62.0% | -26.1% | -35.9% | -60.9% |
| All | -62.0% | -23.8% | -38.2% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ARES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling